Portland, OR Office

Brian Coleman is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with M Holdings Securities since 2014. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients nationwide through a network of independent firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, and is noted for its role as a promoter and co-adviser for unaffiliated RIAs and third-party managers.

John Pollock is a financial advisor at M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at M Holdings Securities since 2016 and previously at Scottrade, Inc. since 2004. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network. The firm offers a variety of advisory services, including investment management, retirement plan consulting, and sub-advisory services, and operates multiple sponsored platforms while supporting affiliated advisers and third-party managers.

Kelli Gamble is a financial advisor at M Holdings Securities, Inc. with seven years of industry experience. She holds the Series 65 designation and has worked previously at Cable Hill Partners, LLC and Northwestern Mutual. Outside of her advisory role, she coaches volleyball at the Multnomah Athletic Club in Portland, OR. M Holdings Securities, Inc. serves individual and business clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, operating multiple sponsored platforms and working with various custodial providers.

Douglas Hall is a financial advisor at M Holdings Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services prior to joining M Holdings in 2017. Hall is based in Portland, OR. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Shane Feiman is a financial advisor with M Holdings Securities, Inc. He holds the CFP® and ChFC® designations and has 27 years of industry experience. His prior experience includes 23 years at Equitable Advisors and 21 years at AXA Advisors. Feiman serves as a trustee on the board of directors for the Children's Hospital Foundation and is involved with the OtterCares foundation, which focuses on advancing innovation and education. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by third-party sub-advisors and platform providers.

Melanie Carpenter is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with M Financial Group since 2016. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals, offering a range of advisory and brokerage services that include investment management, retirement plan consulting, and insurance advisory.

Evan Seach is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at M Holdings Securities, Inc. since 2019 and previously spent three years at Trustmont Financial Group. Based in Portland, OR, he is affiliated with M Holdings Securities, Inc., an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Michael Schoonmaker is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at M Financial Securities Marketing, National Advisors Trust Company, American Century Investment Services, and Fidelity Brokerage Services. He has also worked as an independent contractor consulting on wealth management topics. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide through a network of Investment Advisor Representatives and independent Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Jason Hildebrant is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 registrations and having 24 years of industry experience. His prior work includes roles at Scottrade and a brief period of unemployment before joining M Holdings Securities in 2019. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of independent advisors. The firm offers a range of advisory services, including discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, and operates multiple sponsored platforms while working with various custodial and platform providers.

Jake Andl is a financial advisor at M Holdings Securities, Inc. in Portland, OR, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at M Financial Group and the University of Oregon. M Holdings Securities, Inc. serves a broad client base including high-net-worth individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services with a focus on suitability-based recommendations, discretionary investment management, and ongoing client monitoring.

Roberto Gomez is a financial advisor at M Holdings Securities, Inc. in Portland, OR, holding a Series 66 designation. He has five years of industry experience, including roles at Fred Meyer and Umpqua Bank prior to joining his current firm. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Gabrielle Thomas is a financial advisor at M Holdings Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities, LLC from 2016 to 2019. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, with investment management delivered both directly and through third-party sub-advisors, supported by a platform that includes discretionary and non-discretionary programs.